Toby works alongside Gary and every team member to ensure our client’s legal needs are met. He has assisted in drafting thousands of legal documents through the years and provides the highest level of legal standards for our clients.
Melissa Fales
Funding Coordinator & LLCs
Melissa prepares the Asset Detail Reports that verify if your assets are properly owned by your Trust. If you have questions about how your assets should be transferred or titled in your trust, call Melissa.
Jacque Ballesteros
Director of Client Success & Notary
Jacque is our Notary and one of our office coordinators. Whether you have questions about your trust or just need general office assistance, call Jacque.
Sariah Fales
Director of Client Success
Sariah works closely with our Nevada LLC clients. Additionally, she assists all clients with their questions about properly funding their trusts. Sariah can help walk you through the exact process of protecting your assets against probate.
Christine Fales
Bookkeeper
Christine, Gary’s wife, has been with the firm from the beginning ;). She is our bookkeeper and Membership Program Coordinator.
Dallin Flake
Funding
Dallin prepares the Asset Detail Reports that verify if your assets are properly owned by your Trust.
Nathan Fales
Director of Client Success
Nathan will ensure that you are on the right path. He spends his time making sure that people just like you have the knowledge and tools to plan their estate with confidence.
Jacob Fales
Office Assistant
Jacob does everything from answer the phones, emailing clients, and filing.